Creating Forms and Reports

Global Human Resources Consultants
CREATING FORMS AND REPORTS

GETTING STARTED

• Open the file NP_AC365_2021_4a_FirstLastName_1.accdb, available for download.
• Save the file NP_AC365_2021_4a_FirstLastName_1.accdb as NP_AC365_2021_4a_FirstLastName_2.accdb
  • Edit the file name by changing “1” to “2”.
  • If you do not see the .accdb file extension, do not type it. The file extension will be added for you automatically.
• With the file NP_AC365_2021_4a_FirstLastName_2.accdb open, ensure that your first and last name is displayed as the first record in the _GradingInfoTable table.
  • If the table does not display your name, delete the file and download a new copy.

PROJECT STEPS

1. As project manager, you need to be able to view records for all consultants, clients, and projects as well as prepare reports for various departments. Open the ClientControl form in Layout View and perform the following tasks:
   a. Resize the Paid text box to be the same size as the ClientName text box above it.
   b. Move the Close command button to the top right corner of the form header.
   Save the ClientControl form, switch to Form View as shown in Figure 1, then close the form.
   Figure 1: ClientControl Form in Form View
2. Open the ConsultantData form in Layout View and perform the following tasks:
   a. Add the Reside field to the form. Position the Reside control so that the left edge of the
   control aligns with the left edge of the other five controls.
   b. Delete the Reside label. Save the changes to the ConsultantData form and close it.
3. Use the Form Wizard to create a form based on the Client table with the following
   options:
   a. Include all fields from the Client table in the form.
   b. Select the Columnar layout for the form.
   c. Enter ClientEntry as the form title and then open it in Layout View.
4. With the ClientEntry form open in Layout View, right-align the text in the five control labels. Bold the five control labels. Save the form and open it in Form View.
5. Use the ClientEntry form to navigate to the record with ClientID field value 9. Change the Balance field value of this record to $25,000.
6. Use the ClientEntry form to add a new record to the Client table with the field values shown in Table 1. (Hint: The Total field is a calculated field.) Close the form.
   Table 1: New Record for ClientEntry Form
   ClientID ClientName Paid Balance
   16 Intrazio 25,000 0
7. Open the ConsultantSalary form in Layout View and perform the following tasks:
   a. Delete the Human Resources label control at the top of the form.
   b. Add the StartDate field to the form then position it just below the Salary control.
   c. Change the Salary label to Current Salary above the StartDate field, and the ConsultantSalary label to Consultant Salary at the top of the form by adding a space between the words.
   Save the ConsultantSalary form and close it.
8. Use the Report button to create a report based on the Country table. Save the report with the name CountryList. With the report open in Layout View, change the label to Country Report at the top of the report. Save the report.
9. With the CountryList report still open in Layout view, change the CountryCode label to Code, and the CountryName label to Name. Resize the height of the control that counts the number of records in the left side of the Report Footer section to clearly display the count, 13 as shown in Figure 2. Save the report and close it.
   Figure 2: CountryList Report in Layout View
10. Use the Report Wizard to create a report based on the Project and Consultant tables with the following options:
    a. Include the Description and Months fields from the Project table and the LastName from the Consultant table in the report.
    b. Choose to view your data by Consultant.
    c. Use LastName as the grouping field.
    d. Sort the records by Description in ascending order.
    e. Select Stepped as the layout and Portrait as the orientation.
    f. Change the title of the report to ProjectsByConsultant and preview it.
    Close the ProjectsByConsultant report.

11. Open the ConsultantsByProject form in Layout View, open the property sheet, and perform the following tasks:
    a. Change the border style of the Description label to Transparent.
    b. Change the font size of the Global Human Resources Consultants label at the top of the form to 20. Save the ConsultantsByProject form and close it.
12. Open the Consultant report in Layout View and apply conditional formatting to the values in the Salary control so that if the field value is equal to 71,000, the field’s font color is set to red (row 7, column 2 on the standard color palette) and the font is bold.
    Save the report.
13. With the Consultant report still open in Layout View, change the font color of the label in the Report Header section to dark blue (row 7, column 9 in the Standard Colors palette.) Save the Consultant report, view it in Report View to review the changes, and close the report.
14. Open the ConsultantStartDate form in Layout View and perform the following tasks:
    a. Change the background color for the Consultant StartDate Form label at the top of the form to Light Blue 3 (row 4, column 5 in Standard Colors palette).
    b. Change the font for the Consultant StartDate Form label at the top of the form to Georgia.
    Save the ConsultantStartDate form and close it.
15. Open the ProjectLandscape report in Layout View and apply the Georgia font scheme from the theme fonts to this object only. Save and close the report.
16. Open the ConsultantResides report in Layout View and perform the following tasks:
    a. Change the layout of the report to Portrait.
    b. Move the Reside column so that it appears between the ConsultantID and LastName
    columns.
    Save the ConsultantResides report and close it.
17. Open the ClientFees form in Layout View and perform the following tasks:
    a. Delete the Date and Time text boxes at the top of the form.
    b. Apply the Office Theme to this object only.
    Save the ClientFees form and close it.
    Save and close any open objects in your database. Compact and repair your database, close it, and then exit Access. Follow the directions on the website to submit your completed project.